Last Chance Financial Planning Checklist 2023

Often our financial picture and plan changes from year to year. Changes in different areas of your life can impact that overall plan. It is important to note and discuss these changes each year to ensure you are still on track for your financial goals.

Below is our 2023 Last-Chance Checklist. We call this checklist “Last Chance” because it reminds us to take a look at some areas – like taxes, investments, health care, insurance, and retirement – that might need our attention before the end of the year.

As you’ll see, it’s quick and only should take about 5 minutes to complete.

I strongly encourage you to review this checklist as soon as possible. If you see areas that need attention, we should address them right away.

If you have a friend or family member who could benefit from this year-end checklist, please let me know and I’ll be happy to send them one as well with no obligation.

You can conveniently access the full guide by downloading it from the link provided below.

If you have any questions, need assistance, or seek further clarification on any of these areas, please don’t hesitate to reach out to us by phone or email. We are always here to provide the guidance and support you require.

SERVICES WE OFFER RELATED TO THIS TOPIC

The information contained in this post is for general use and educational purposes only.  However, we do offer specific services to our clients to help them implement the strategies mentioned above.  For specific information and to determine if these services may be a good fit for you, please select any of the services listed below. 

Investment Advisory Services are offered through Lifetime Financial, Inc., a Registered Investment Advisory. Insurance and other financial products and services are offered through Lifetime Paradigm, Inc. or Lifetime Paradigm Insurance Services. Neither Lifetime Financial, Inc. nor Lifetime Paradigm, Inc., or its associates and subsidiaries provide any specific tax or legal advice. Only guidance is provided in these areas. For specific recommendations please consult with a qualified, licensed Advisor. Past performance is no guarantee of future results. Your results can and will vary. Investments are subject to risk, including market and interest rate fluctuations. Investors can and do lose money and, unless otherwise noted, they are not guaranteed. Information provided is for educational purposes only and is not intended for the sale or purchase of any specific securities product, service or investment strategy. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, OR ATTORNEY BEFORE IMPLEMENTING ANY STRATEGY OR RECOMMENDATION DISCUSSED HEREIN.

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